Privacy Policy

Your privacy is important to us. This policy explains how we collect, use, and protect your information when you visit our website or use our services.

Information We Collect

We may collect:

Name, phone number, email, and address
Tax and financial information you provide
Business details such as EIN, income records, and payroll data
Information submitted through contact forms
Website usage data such as IP address and browser type

How We Use Your Information

Your information is used only to:

Prepare tax returns and provide accounting services
Respond to inquiries and consultations
Communicate about deadlines and updates
Maintain compliance with IRS and state laws
Improve our website and client experience

We do not sell or share your information for marketing purposes.

Information Sharing

We may share information only:

With your permission
With secure tax filing and bookkeeping software
When required by law or IRS/state authorities

All service providers are required to keep your data confidential.

Data Security

We use reasonable security measures such as:

Secure client portals
Encrypted file transfers
Password-protected systems
Restricted staff access

While we strive to protect your data, no online system is 100% secure.

Cookies

Our website may use cookies to improve functionality and analyze traffic. You can disable cookies in your browser settings.

Your Rights

You may request to:

Access your personal information
Correct inaccurate data
Delete information where legally allowed
Opt out of communications

Confidentiality

As an accounting firm, we follow professional and IRS confidentiality rules. Your tax information will never be disclosed without your consent unless required by law.

Updates

This policy may be updated from time to time. The latest version will always be posted on this page.